Alan Hulstein (CRD# 7349864) is an Investment Advisor Representative working at Compass Financial Services in West Des Moines, IA and has 1 year of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | West Des Moines, IA | Jul 2021 - Current | 2 |
Compass Financial Services | West Des Moines, IA | Jun 2021 - Current | 2 |
Compass Financial Services | West Des Moines, IA | Mar 2021 - May 2021 | < 1 |
Northwestern College | Orange City, IA | Aug 2017 - Apr 2021 | 3 |
Farmers Coop Society | Sioux Center, IA | Jan 2017 - Apr 2021 | 4 |
5a Transfer | Sioux Center, IA | Jan 2017 - Apr 2021 | 4 |
Unity Christian High | Orange City, IA | Aug 2013 - Apr 2017 | 3 |
Down To Earth Lawncare | Sioux Center, IA | Apr 2014 - Jan 2017 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- IA
-
Total Assets Under Management288MILLIONS
-
Total Number of Accounts1,684ACCOUNTS
-
Average Account Value$171,147
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, IA, MN, TX, WI
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